See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,750 | $150,440-64.3% | $136,294-60.6% | $147,584-63.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 22.43% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,368 | $5,256-74.0% | $4,695-70.9% | $4,876-72.0% |
| Participant deferral / active EE | $1,477 | $6,630-77.7% | $6,247-76.4% | $5,439-72.8% |
| Admin fee / account holder | $161 | $10,905-98.5% | $9,243-98.3% | $10,885-98.5% |